Google I/O – Fightback Begins
Google moves to defend its turf. Although Google is yet to see any impact from OpenAI, Perplexity etc on its Search business, it is moving...
Computex Day 2 & Microsoft Build – Tale of 2 Conferences
Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to...
Computex Day 1 – Nvidia Opens.
Nvidia is not standing still. Nvidia Founder Jensen Huang opened Computex 2025 with a confident session that launched new products aimed at the enterprise, but...
Alibaba FQ4 25 – AI no-show.
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe...
China vs. USA – The Isolation Game
The current game mode is isolation. On top of incentivising the Middle East to pivot West, the US Department of Commerce has warned that the...
Artificial Intelligence – The Middle East
Plenty of space, electricity and money The visit of the US President to the Middle East has intensified the friendly competition between Saudi Arabia and...
Arm FQ4 25 – Mean Reversion
Worries have already evaporated Arm reported good results but guided weakly as a result of trade issues which already look like they will not come...
Google – Code Yellow
The warning lights are flashing yellow Apple claims that it has seen the first sign of generative AI impacting Google’s search traffic, meaning that Q2...
China vs. USA– The Long Game Pt. II
The US Administration is very clever or very lucky. The reassessment of the new rule on chip exports from the USA by luck (or by...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
OpenAI – A Consultant’s Dream